Archive | Debi’s Details

I have a decision-making framework known as ADAPT and you can apply it to your upcoming Christmas dinner. Authority – Who decides where the dinner will take place? Diligence – Do we have all the information? Who is coming? When and where is the dinner taking place? Accountability – are we ready to make the […]

Time is running out for getting donations made to the charities that will give you a 2018 charity receipt. Review – only charities give you charitable donation receipts. I know this is obvious, but we get a bunch of receipts each year that are not from charities, when we are preparing personal income tax returns. […]

Does your board have any policies about accepting gifts from clients, suppliers or others? Would now be a good time to remind everyone what the rules are? Do you have clients who drop off chocolates or flowers? Many groups have a policy that these gifts are left in the kitchen and available to everyone, rather […]

This is the fourth inour series about year-end tax planning. We talked last weekabout selling your investments before the end of the 2018 year in order toreduce the tax on the capital gains that you have already in this year. However,you have to watch out for the superficial loss rules. What this means is that […]

Governance applies to everything. I say this all the time. With the December holidays coming up quickly, now is the time to review your holiday policies. Does your organization have any specific holiday policies? Do you need to have people available to work during the holidays? Do you keep track of who did it last […]